Whether you’re beginning your career, starting a new family, buying your first home, running a business or preparing for retirement, there are considerable benefits to working closely with a trusted financial security planning professional.
Rather than simply selling products, I feel it’s very important to educate clients about the types of opportunities and risks they face going forward, allowing educated decisions to be made on the solutions. Any product must be placed into the context of a long-term plan.
Taking into account your current situation and future economic potential, we will assess your personal and professional goals to produce a financial security plan that will help protect your lifestyle and increase your wealth moving forward.
Through an initial discussion, you’ll gain some insight into my approach and find out why many existing clients choose to refer me to their peers.
What people are saying...
Working with Lewis on my financial planning has been a great experience. He took the time to get to know me and find out what my needs are and then presented all of the options available that address those needs.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.